The biggest beneficiary from Trump 2.0 looks like emerging markets, says @johnauthers. And it has a good chance to last (via @opinion) https://t.co/tFxmQ9F0tC ...

More than half of stablecoin liquidity in emerging markets sits on the purple chainApart from Ethereum, that’s more than all other EVM chains combined https://t.co/PFu2OYPKSP ...

When money moves faster, opportunity does too.A multi-year collaboration will combine Polygon Labs’ payment rails with Flutterwave’s $40B scale to tackle high fees, slow settlement, and limited financial access across emerging markets. ...

A relentless surge in the price of gold is delivering windfalls across emerging markets, boosting investor confidence in countries that mine and buy the metal https://t.co/tSMWqtDiCg ...

“There are encouraging signs that capital is beginning to flow back into emerging markets and other regions,” writes @GitaGopinath in a guest essay. “However, this trend may stall unless those economies can show they are able to generate consistent growth” https://t.co/JdHUaTYgWl ...

go uh and in this case whether they have to use it or not will be a question for tomorrow Melissa. >> Yeah. Um Aean thank you Aean Javvers.It wasn't just the Murval by the way the peso surged also on this notion that there is a US government backs stop now for Argentinian assets emerging market specialists. >> Well and if it was 25 years ago when I started really getting my teeth uh cut in emerging markets it you know this kind of a headline would have meant 40% in Argentina. An IMF trot meant everything.It ...

Group 1 - The market is anticipating a rate cut from the Federal Reserve, with a focus on the guidance provided during the announcement [1][2] - The dot plot will be crucial in determining how many cuts are priced in for the remainder of this year and into next year, with current expectations being high [2][3] - There is uncertainty regarding the influence of new Fed governors on future guidance, which may affect market reactions [3][4] Group 2 - The handling of questions by Jerome Powell during the press conference is expected to create volatility, as there is significant uncertainty surrounding the Fed's future direction [5][6] - The dollar is projected to continue its downtrend over the coming years, which may benefit emerging markets significantly [6] - There is a growing sentiment that the current economic environment marks the end of US exceptionalism, further contributing to the dollar's decline [6] Group 3 - There is interest in obtaining Jerome Powell's personal views on inflation projections, as accountability from the Fed chair could provide clearer insights into future monetary policy [7][8] - The committee structure of the Fed allows members to avoid personal accountability, which some analysts believe could be improved by having clearer individual projections [8][9]

With Miran now at the Fed, the dollar may enter a secular slump, writes @shuli_ren. That is good for emerging markets (via @opinion) https://t.co/ozsgd33duZ ...

everything wood should be. >> All right, welcome back everybody. We've got a lot of ground to cover with our next guest equity and credit markets, emerging markets, the fed currencies, real estate and why he expects a correction in the S&P 500.Joining us right now is Rob Citroen. He is the founder and portfolio manager at Discovery Capital Management. That's a hedge fund that invests in public and private markets with a particular focus on emerging markets.And by the way, they manage, I'm told, around $3 bi ...

In a banner year for emerging markets, the best returns have gone to investors who targeted regional indexes and ignored the Asia-heavy global benchmarks https://t.co/eyA7sTuUUn ...